by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
The Problem With Deathbed Giving – Cashing the Check v. Cashier’s Check By Jeffrey G. Moore SAALFELD GRIGGS PC Although some folks say the estate and gift tax seems to be inching its way onto the endangered species list, many others feel that the repeal of...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
The Joint Trust Craze: Who Says Community Property States Have All the Luck? (The IRS) By Jeffrey G. Moore SAALFELD GRIGGS PC Couples that reside in Community Property states (such as our neighbors Washington, Idaho and California—plus seven other states not including...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
The Amusement of Estate Tax Reform: Are We There Yet? By Jeffrey G. Moore Saalfeld Griggs PC The newest thrill ride is Estate Tax reform. In 2001, Congress passed a law reforming what many thought was an outdated estate tax system. This “2001 Tax Act” gradually...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Tell Your Spouse/Personal Representative What They Really Need to Know and Address the Real Concerns By Estate Planning Practice Group SAALFELD GRIGGS PC Many people think an estate plan is a Will and some beneficiary designations on insurance and retirement accounts....
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Reducing Death Tax With a Cross Purchase Buy-Sell Agreement By Estate Planning Practice Group SAALFELD GRIGGS PC An often overlooked problem that can arise, however, is that at B’s later death the entire company and the life insurance on B’s life (if purchased by B)...
by Jeremy Rickson | Nov 28, 2012 | Estate Planning & Probate
Reducing Death Taxes By Estate Planning Practice Group SAALFELD GRIGGS PC 1. WHAT ARE DEATH TAXES? Death taxes (also called estate taxes or inheritance taxes) are taxes on transfers of property at your death. Each person is allowed an exclusion from death tax. The...
